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ORG Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

ORG Partners’s Portfolio BBUS Stock Details BBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.2M Buy
34,062
+9,544
+39% +$1.17M 0.74% 27
2025
Q3 		$2.96M Sell
24,518
-1,131
-4% -$131K 0.54% 38
2025
Q2 		$2.87M Buy
+25,649
New +$2.65M 0.61% 32

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

ORG Partners's BBUS Position: Q4 2025 in Review

ORG Partners increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 39% in Q4 2025, buying an estimated $1.17M and bringing the position to 34,062 shares worth $4.2M. The position accounts for 0.74% of the portfolio, ranked #27.

ORG Partners first reported a position in BBUS in Q2 2025 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold BBUS as of Q4 2025.

  • ORG Partners held 34,062 shares of JPMorgan BetaBuilders US Equity ETF worth $4.2M as of Q4 2025.
  • ORG Partners bought 9,544 JPMorgan BetaBuilders US Equity ETF shares in Q4 2025, an estimated $1.17M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.74% of ORG Partners's portfolio in Q4 2025, its #27 holding.
  • ORG Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.